Enterprising Investor

In episode #264, Andreas J. Sauer, CFA, shares key characteristics of his approach to macro investing, which infers market expectations for both real growth and monetary policy. Sauer also discusses how he developed trading strategies based on this approach.  

  In episode #263, James Clunie, CFA, ASIP, a fund management director at Jupiter Asset Management, manages an absolute return fund with a global long/short investment mandate. In this brief interview, he discusses the role of shorting in the price discovery process, what makes a stock an attractive candidate for shorting, and the risks associated with the practice.  

In episode #262, Martin Wolf joins Robert Stammers, CFA, to discuss his newest book and his presentation at the 68th CFA Institute Annual Conference in Frankfurt, Germany. Wolf discusses the causes of the financial crisis and what options are available to investment professionals and policy makers to strengthen the financial system and to potentially avoid additional financial calamities. Martin Wolf also explains the need to change the role and focus of central banks in relation to their part in the crisis, and what they can do to reduce the risk of continued financial insecurity.  Wolf concludes the interview with practical insights for investment professionals.  

In episode #261, Philippa Malmgren makes the case for an emerging world order that is quite different from what we’ve known since the end of World War II.  In particular, she highlights developments in Asia, such as the Asian Infrastructure Bank and BRICS bank as being significant symbols of a desired shift away from US hegemony.   

In episode #260, Patrick O’Shaughnessy, CFA, principal and portfolio manager at O’Shaughnessy Asset Management and author of Millennial Money, discusses how millennial investors are different from prior generations, including the events that shaped their outlook and risk tolerance, and offers some advice for traditional wealth managers who want to work with millennials.   

In episode #259, Thomas D. Giachetti, chair of the securities practice at Stark & Stark, is a frequent speaker on the topic of cyber risk in financial services. Here he talks about potential exposures and consequences of a cybersecurity breach; duty to clients; and steps that financial advisers and firms should take to protect their practices.  

In episode #258, Michael Finke, professor and director of retirement planning at Texas Tech University, discusses a number of new trends in longevity and why this is such an important part of retirement planning. He also reviews what the research tells us about what makes retirees happy and talks about the implications of cognitive decline on wealth and well-being.  

In episode #257, Jim Walker, a leading economist and Founder of Asianomics Group Limited, evaluates the global economy from the perspective of investors with a focus on Asia and emerging markets.  

In episode #256, Abdulaziz B. Al Loughani explains the role of the state in development of small and medium-size enterprises in the Gulf Cooperation Council (GCC) countries.  

In episode #255, Nouriel Roubini explains why six years after the global financial crisis, reality has continued to defy the expectations from unconventional monetary policies, with neither a robust global economic recovery nor fears of hyperinflation being realized. He also shares his views on potential causes of economic inequality and going forward, what could be a better set of policies.